Play by Play: Mastering Salesforce Metadata Merge Strategies

In this session, we’ll take a deep dive into the behind-the-scenes building blocks that make up Salesforce and how it can be exported, modified, and restored to other instances. We’ll review tools used, common pitfalls, and useful best practices.

Play by Play is a series in which top technologists work through a problem in real-time, unrehearsed, and unscripted. In this course, Play by Play: Mastering Salesforce Metadata Merge Strategies, Matt Kaufman and Don Robins take a deep dive into the behind-the-scenes metadata that powers Salesforce, and strategize a solution to a real-world scenario where they must extract both application metadata and business data from a source Salesforce org and merge it with a separate target Salesforce org. They discuss leading tactics, tools used, common pitfalls, useful best practices, and the challenges faced. By the end of this course, you’ll have a solid understanding of some best practices for splitting and merging orgs, and how these practices can be applied to standard org maintenance as well.

• Course Overview 1min
• Introduction and Setting the Stage 11mins
• Practice Makes Perfect 11mins
• Concepts and Tactical Tools 16mins
• Taking a Tactical Approach 22mins
• Complex Merges 32mins
• Summary and Recap 3mins